Feature Requests
Welcome Rex Users!
Let us know what you really want out of the system you use in your businesses every day!
Please include as much detail as possible about what the feature is and how the feature would make your life easier – this will encourage other rex users to vote for your request rather than creating a duplicate idea. The more votes you get the quicker your idea will come to our attention :)
How it works:
- You can add as many new ideas here as you like but each new idea that you add will cost you one of your votes.
- You have ten votes to use. You can distribute these however you like with a maximum of 3 on any single item. You can remove a vote if you change your mind and put it elsewhere.
- If you have voted on an item that is then implemented, you will get those votes back to use again.
Remember – no request is too small :)
Happy voting!
1432 results found
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Option for lead to automatically assign to the contact record owner
The system currently has 2 settings for assignment of leads. 1) automatically assign to the listing agent or 2) leave the lead unassigned. I would like to see a 3rd option introduced to automatically assign the lead to a contact record holder if the contact is already owned by a salesperson in the agency. If the lead contact record is not owned by anyone in the company the lead to assign to the listing agent.
3 votes -
Enable phone number link for Rex desktop
User is able to click the phone number attached to a contact via Rex desktop and use Facetime or another program to call the contact. Similar to how Pocket is able to dial a number
3 votes -
Brochure Merges
Would be really helpful if we had the ability to add a brochure template as a reminder in a track so that similar to a letter merge in a track if the template is attached when can automatically preview & generate the brochure needed when completing the reminder in the dashboard rather than having to go into the listing. for example QR codes. We have this as a task in our listing track to Generate the QR code for the agent, it would be much more efficient if we could have the template there ready to go so it would…
3 votes -
Create a Submission Form for Buyer Match Profile for buyer to fill out
Be able to send a link to an online form that the buyer completes with their general property requirements that then auto creates a Buyer Match Profile in Rex.
3 votes -
3 votes
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Make "feedback type" customisable
To make the "feedback type" a customisable list, the ones that are not used can disappear, or other types can be included, such as canvassing.
3 votes -
Unassigned Leads Into REX
the ideal scenario would be for leads to come in unassigned with unassigned record owners. Leads from contacts which already exist within the CRM, who enquire again, should automatically assign to the existing record owner.
That way we no longer need to manually reassign record ownerships to sales consultants after leads come in. This will save so much time for offices who dont rely on consultants to aquire their own leads in the sense that someone will not need to manually assign both leads and contact ownerships to their users
3 votes -
Add User Groups to Restricted Access on Custom Tabs
Enable restricted access to be set to user groups, not just specific users within the custom tabs. Not having this ability means that every time I have a new user, I have to work through every restricted custom tab to enable their access individually rather than setting them to a user group which then facilitates this access based on their profile. Seems to be a relatively simple addition with relatively large increases in usability. Thanks Guys!!
3 votes -
Shortcut to Agents Past Open Homes Via Pocket
It would be great if agents could quickly access their past Open Homes via pocket through a quick and speedy shortcut
3 votes -
Be able to change "default" settings in reminder
We should be able to set the "default" settings for reminders.
Most types of reminders are phone calls than Tasks.
Or it should not be a dropdown option but maybe a tick or select option.Dropdown is time consuming.
3 votes -
Pocket - login with 4 digit pin
Login to pocket with a 4 digit pin.
Pocket logs me out regularly and it can be tedious to type in your email address and then password.
Can you save the email address and just prompt for a 4 digit pin to make the login process insanely faster
3 votes -
zapier
Would love to see an update contact details in zapier so that email addresses and phone numbers can be added into contacts with info gathered from the likes of google forms ect
3 votes -
Ability to GROUP or ORDER Email/SMS templates
It can be time consuming when trying to merge a simple Email or SMS from REX to a contact. With Projects, we tend to have multiple templates for different purposes.
I believe it would increase the work flow in your workplace to be able to Group email templates within a folder, or even Order the templates to your use. (There may be some you use more than others) This will reduce the time scrolling through the merge template to find the right one, where I am certain the idea of grouping will allow users to be able specifically pin point…
3 votes -
Tracks - Schedule track items for a specific weekday.
We have recurring track items that we do on specific days of the week -- for example, an email sent every Monday.
At the moment, I reassign this item to the next coming Monday after I set the track, and then the reminder recurs every 7 days.
It would be a handy timesaving feature for Rex to include this functionality along with the due date options. For example, instead of setting a specific date as the due date, setting "Monday" as the due date, with the option to recur.
Then when applying a common track to a new listing, I…
3 votes -
alpha tag
Create Alpha Tag when sending SMS. When sending an SMS especially to bulk groups it would look more professional to have an ALPHA TAG so the recipient sees the Companies Name apposed to a random-looking number that people may think is a scam.
3 votes -
Tracks & Reminders Added to Calendar.
Be Awesome to have Tracks & Reminders Automatically Added to the Calendar as well. That way reminders to call people, for example, are streamlined and can be seen in the calendar rather that going to each individual listing or contact!!
3 votes -
SMS Credit report
Can I make a suggestion for the developers to consider building a report that we can quickly check in advance what the credits are so we can have them topped up before we start a new campaign as accounts are often managed offsite so we then have to wait for the credit to be applied, delaying our process? Currently you have to go through the process to then find out you don't have enough credits to proceed
3 votes -
Commission calculation option based on sales price
Enter a commission calculation based on the sale price, not tiered and split across two commissions, which is the current calculation available in Rex.
So where an comms negotiation is 1.8% up to $1m and 2.0% if the sale price is $1,00,001 and above, Id like Rex to automatically calculate the correct full commission % based on the sale price using the calculation.
I.e. if the property sells for $990,000 then the commission is 1.8%. if the property sells for $1250000 then the commission in full is 2.0%
Rex only allows me to calculate up to $1m at 1.8% then…
3 votes -
House or Property to have an extra entry to contain the NAME of the property not just an address, which makes it so much easier when search
House or Property to have an extra entry to contain the NAME of the property not just an address, which makes it so much easier when searching and filing.
3 votes -
'Phone call' as a way that we were contacted
In the menu drop down box if we could have an option of 'phone call' as the way were contacted.
3 votes
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